Using Copy and Paste to Import Contacts

About this task

To copy and paste email addresses into a text box:

Procedure

  1. Go to Contacts > Manage.
  2. Click Import.
  3. Check the box in the Certify List Compliance section to acknowledge you have read and agree to our terms of service/permission marketing policy.
  4. Identify the source of the contacts you are importing in the Where did you obtain these contacts from text box.

    If a source is provided, it will appear on the Contact Details page for that contact. For more information, see Contact Details General Information.

  5. Click Next.
  6. Click the Specify individual email addresses radio button.
  7. Cut and paste or type email addresses into the text box. Separate email addresses by commas, spaces, or new lines.
  8. Optional: Check the First row of file(s) is header row box if you want the first row in the file to be the header.
  9. Click Next.
  10. Choose what you want to do with the contacts once they are imported into your account.
    Each option is described below:
    • Contact status specified in the import file adds any new contacts to your account and updates existing contacts with the contact status you have included in your import file. Valid statuses are active, unsubscribed, unsub, onboarding, transactional, and unconfirmed. Any other contact status will be ignored. Contacts assigned the active or onboarding status will have the onboarding status until they have completed the automated onboarding process.
    • Update existing contacts, Add new contacts adds any new contacts to your account and updates any field for contacts who already exist in your account. This is a good option when your list contains a mix of existing and new contacts. When you pick this option, you cannot update the email addresses field for existing contacts. You can only update an existing contact's email address on the contact details page or by using an updateContacts API call.
    • Add new contacts adds any new contacts to your account. This option does not affect existing contacts in any way.
    • Update existing contacts updates the field data for any contacts who already exist in your account. When you pick this option, you cannot update the email addresses field for existing contacts. You can only update an existing contact's email address on the contact details page or by using an updateContacts API call.
    • Unsubscribe both new and existing contacts gives any new contacts being added during this import a status of unsubscribed. It will also change the status of any existing contacts affected by this import to unsubscribed.
    • Unsubscribe existing contacts unsubscribes all of the contacts who already exist in your account.
      Note: Skip to the last three steps in the import process if you select this option.
    • Remove existing contacts deletes all of the contacts who already exist in your account.
      Note: Skip to the last three steps in the import process if you select this option.

    If a contact on the import list already exists in your account and has a status of transactional, their status will be switched to onboarding if you choose Update existing contacts, Add new contacts or Update existing contacts.

    For more information on each type of contact status, see Contact Status.

  11. Click Next.
  12. Select how you want to inform new contacts that they have been added to your account.
    New Bronto contacts will need to go through Bronto's automated onboarding process, which begins the first time a contact is sent a message. For contacts being added, you can select:
    • Do not inform them.
    • Send them a welcome message.

      A welcome message is an automated message that is sent to new contacts. The message does not require any action or confirmation. You might consider using a welcome message to send a standard (or "welcome") message to all new contacts.

    • Send them a subscription confirmation.

      A subscription confirmation message requires contacts to click a link to confirm they want to subscribe to your messages (double opt-in). Contacts who are sent a subscription confirmation message remain in unconfirmed contact status until they click the link. Unconfirmed status means a contact is unable to receive marketing messages from you until they confirm subscription.

      Remember to include the %%!confirm_url%% tag in your message.

    Note: Any message you send will need to be approved for transactional sending. For more information on getting an email message approved for transactional sending, see Request Transactional Message Approval.
  13. If you selected an option that includes sending a message:
    1. Click Pick Message.
    2. Click in the row associated with the message you want to send.
    3. Click Select.
    4. Add a from name for the message in the From Name text box.
    5. Add a from email address in the From Email Address text box.
  14. Click Next.
  15. Add your contacts to a new list or an existing list(s).
    • To add your contacts to an existing list, check the box next to the list(s) you want to add them to.

      You can use the search box to search for lists created in your account. You can click Select All to select all the lists in your account.

    • To add your contacts to a new list, check the New list box and give your new list an internal and external name.
  16. Click Next.
  17. Specify if you want to remove these contacts from any lists.
    This step in only available if you choose Update Existing/ Add New Contacts or Update Existing Contacts.
  18. Click Next.
  19. If you wish to be notified via email when the import is finished, check the Send email box and provide the email address that will be notified when the import is complete.

    The email notification will tell you how many contacts were added to your account. It will also tell you how many contacts were not added because they are invalid, duplicates, or previously unsubscribed.

  20. Click Next.
  21. Review the details you have selected for the contact import.
  22. Click Finish to complete the set-up and begin the import process.
    Small imports (less than 20k contacts) will complete in less than a few minutes. Imports larger than 20K contacts will take longer.